In this solo episode of Wealth Strategy Deep Dives, Dave unpacks the top three reasons most entrepreneurs and investors lose wealth: overpaying in taxes, lack of true diversification, and low financial IQ. Dave reveals how smart tax planning—using incentives designed for business owners and investors—can create exponential returns, and why traditional methods like 401(k)s might be holding you back.

He also shares why relying solely on your business or the stock market is risky, and how building your financial IQ can unlock opportunities others miss. From real estate and energy to creative deal structuring, Dave shows how education and strategic thinking can lead to powerful wealth creation—even without large amounts of capital.

👉 Download your free copy of The Holistic Wealth Strategy and join the community at https://www.holisticwealthstrategy.com

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Episode 7: The 3 Biggest Wealth Killers (And How to Beat Them) 12:49 Share

Wealth Strategy Secrets of the Ultra Wealthy Podcast

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Episode 7: The 3 Biggest Wealth Killers (And How to Beat Them)